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- Tasks: Meet clients, provide independent financial advice, and convert opportunities into revenue.
- Company: Established financial advisory firm with a strong track record and supportive culture.
- Benefits: Competitive base salary, car allowance, bonuses, and dedicated support for advisers.
- Other info: Stable environment with excellent earning potential and career longevity.
- Why this job: Focus on client relationships and earn high commissions without the hassle of lead sourcing.
- Qualifications: Minimum 3 years advising experience and Level 4 qualification required.
The predicted salary is between 50000 - 70000 £ per year.
This is a role for an adviser who wants to spend their time in front of clients — not sourcing leads or dealing with admin. You’ll join a firm that has built a model around providing advisers with consistent, qualified client opportunities, backed by full support.
You will:
- Receive 10–15 booked client meetings per month
- Work with clients who already have assets and intent to proceed
- Inherit an initial bank of 30–40 clients, with further clients introduced over time
- Be supported by dedicated paraplanning and admin, with suitability reports written for you
The expectation is simple — meet clients, give advice, and convert business. Clients typically hold between £200k and £2m+, with an average around £400k. Advice is delivered on a fully independent basis, giving you flexibility in how you structure recommendations. The new business side is structured and consistent. With the volume and quality of appointments provided, advisers are typically converting between 1 in 2 and 1 in 3 meetings, allowing you to build revenue quickly.
The earning structure reflects that:
- Base salary of £50k, rising to £60k–£70k as you establish yourself
- £8k car allowance
- Bonus paid at 17% of revenue above £17k per month
- Realistic earnings of c.£90k in year one, rising to £100k–£110k+ in year two
- Longer-term potential to exceed £150k+
Support is fully in place. Each adviser has a dedicated paraplanner and admin support, meaning your time is focused on client work rather than report writing or processing.
Qualifications
- Minimum 3 years’ advising experience
- Level 4 qualified (Chartered preferred)
- Currently generating c.£150k+ annual revenue
- Comfortable advising clients with £500k+ investable assets
- Strong in client meetings and able to convert opportunities
The business is stable, established, and has a strong track record of retaining its advisers. Roles like this don’t come up often because people tend to stay. Based in Shrewsbury, with clients typically within a one-hour radius.
Financial Advisor in Oswestry employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Oswestry
✨Tip Number 1
Get to know the company inside out before your interview. Research their values, culture, and recent news. This way, you can tailor your answers to show how you fit right in with their vibe.
✨Tip Number 2
Practice your pitch! You want to be able to confidently explain your experience and how it aligns with the role. Think about specific examples where you've successfully converted client meetings into business.
✨Tip Number 3
Network like a pro! Reach out to current or former employees on LinkedIn. They can give you insider tips and maybe even put in a good word for you. Plus, it shows you're genuinely interested in the company.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way. It keeps you fresh in their minds and shows your enthusiasm for the role. And remember, apply through our website for the best chance!
We think you need these skills to ace Financial Advisor in Oswestry
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your experience with clients who have significant assets and your success in converting meetings into business. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Share your passion for client relationships and how your independent advice has made a difference. Keep it engaging and personal – we love to see your personality shine through!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Include specific examples of how you've generated revenue or successfully advised clients. Numbers speak volumes, so if you’ve got stats, flaunt them!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Numbers
Before the interview, brush up on your financial knowledge and be ready to discuss figures. Understand the typical client profiles and their asset ranges, as well as how you can help them grow their wealth. This shows you're not just a number-cruncher but someone who genuinely understands the market.
✨Showcase Your Client-Centric Approach
Prepare examples of how you've successfully advised clients in the past. Highlight your ability to build relationships and convert meetings into business. The firm values advisers who can connect with clients, so demonstrate your interpersonal skills and how you tailor advice to individual needs.
✨Familiarise Yourself with the Firm's Model
Research the company's approach to providing qualified client opportunities. Be ready to discuss how you can leverage their support structure to maximise your time with clients. Showing that you understand their model will set you apart from other candidates.
✨Prepare Questions That Matter
Think of insightful questions to ask during the interview. Inquire about the support you'll receive, the types of clients you'll be working with, and how success is measured. This not only shows your interest but also helps you gauge if the role aligns with your career goals.